WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $194,000 | -96.6% | 6,758 | -96.2% | 0.05% | -95.9% |
| Q1 2022 | $5,749,000 | -23.7% | 176,026 | -14.0% | 1.25% | -14.6% |
| Q4 2021 | $7,539,000 | +238.1% | 204,587 | +242.4% | 1.46% | +170.4% |
| Q3 2021 | $2,230,000 | -10.2% | 59,759 | +1.3% | 0.54% | -16.9% |
| Q2 2021 | $2,482,000 | +10.5% | 58,999 | +6.9% | 0.65% | +13.6% |
| Q1 2021 | $2,246,000 | -13.0% | 55,191 | -15.3% | 0.57% | -46.2% |
| Q4 2020 | $2,583,000 | +18.1% | 65,124 | +0.2% | 1.07% | +1.5% |
| Q3 2020 | $2,188,000 | +10.9% | 64,995 | -1.4% | 1.05% | -3.0% |
| Q2 2020 | $1,973,000 | – | 65,948 | – | 1.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |